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Southern Financial Group’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Southern Financial Group’s Portfolio FHEQ Stock Details FHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.2M Buy
1,068,694
+5,930
+0.6% +$191K 8.98% 5
2026
Q1 		$31.3M Buy
1,062,764
+14,677
+1% +$449K 8.73% 6
2025
Q4 		$32.4M Buy
+1,048,087
New +$32.3M 9.28% 5

Other funds holding FHEQ

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Southern Financial Group's FHEQ Position: Q2 2026 in Review

Southern Financial Group increased its Fidelity Hedged Equity ETF (FHEQ) stake by 0.56% in Q2 2026, buying an estimated $191K and bringing the position to 1,068,694 shares worth $35.2M. The position accounts for 8.98% of the portfolio, ranked #5.

Southern Financial Group first reported a position in FHEQ in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • Southern Financial Group held 1,068,694 shares of Fidelity Hedged Equity ETF worth $35.2M as of Q2 2026.
  • Southern Financial Group bought 5,930 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $191K.
  • Fidelity Hedged Equity ETF made up 8.98% of Southern Financial Group's portfolio in Q2 2026, its #5 holding.
  • Southern Financial Group first reported a position in Fidelity Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.